Annual Financial Check-Up Time!

2020 has come and gone. People have never been more aware of their personal health and happiness. We hope that this newfound resilience allows everyone to not only appreciate having both but continue being vigilant going into 2021.

For some people, an annual medical check-up helps them stay on top of their health and be aware of any potential red flags. Here at My Financial Coach, we also believe in annual checkups for your financial well-being. Let’s find those red flags and make sure you are still on track to reach those goals and stay on top of your financial picture.

As part of our commitment to your financial health, My Financial Coach has provided this great tool to get a quick read on how you are doing on your goals such as retirement.

If you have any questions or want a little help determining how to make progress on these goals, My Financial Coach is here to help. A little information goes a long way to making your goals into an achievable reality.